See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,944 | $117,841+114.6% | $102,423+147.0% | $145,922+73.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.44% | 31.65%-21.2pp | 29.32%-18.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,518 | $3,615-2.7% | $3,023+16.4% | $4,660-24.5% |
| Participant deferral / active EE | $15,566 | $5,731+171.6% | $5,053+208.1% | $6,688+132.8% |
| Admin fee / account holder | $346 | $13,326-97.4% | $9,451-96.3% | $13,397-97.4% |